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While digital transformation initiatives have been climbing the FinTech priority list for years, Eli Rosner of Finastra notes that thanks to COVID-19, “It feels like the fast forward button has been pressed.” Firms must now embrace the realities of remote work and rising consumer expectations even as investor patience wears thin on reliable ROI.

The result is a FinTech landscape that’s more than meets the eye. To deliver on transformative deployments, companies must look past familiar fintech trends to uncover key challenges, assess acceleration issues, and recognize the realities of digital revolution.

The Challenges of Change for FinTech Companies

FinTech solutions emerged as harbingers of change. Frustrated by restrictive policies and cumbersome processes, financial technology companies embraced the market reality of application-driven enterprises capable of meeting consumers on their own terms. But even these tech-first solutions couldn’t predict current challenges. As noted by recent Deloitte research, FinTech firms now face both external and internal barriers to effective change.

Externally, investors remain an ongoing challenge as their patience for digital revenue delivery wears thin. While they recognize the need for transformative spend, they’re not willing to wait years on steady returns. Internally, lacking enterprise agility now hampers the ability of finance technology firms to deploy new partnerships and coordinate digital innovation at scale. Changing market forces are creating unprecedented challenges for FinTech firms.

The Acceleration of Adoption

Even as enterprises grapple with evolving change frameworks, the global pandemic continues to push companies out of their comfort zone, forcing firms to quickly implement multichannel solutions capable of connecting with customers anywhere, anytime. Consider that 35 percent of banking customers have embraced more online options, while contactless credit card payments have jumped by 40 percent over the past few months.  

In effect, the COVID-19 crisis has revealed a need for speed that’s far beyond the comfort zone of many FinTech firms. The result of this adoption acceleration is equal parts potential and problem. Companies can’t afford to slow down, but need a better view of what lies ahead.

The Realities of Revolution

To overcome emerging challenges and embrace agile application adoption at speed, FinTech firms must leverage a two-step process that first recognizes the real-life impact of digital revolutions and then deploys specific solutions to improve operational outcomes.

In practice, this means addressing four new realities:  

1. Customer-First Frameworks

As noted by Deloitte, the shift to customer centricity is often viewed as an enabler. If companies are able to deliver seamless, client-first experiences through common digital channels, they can significantly raise their reputational stock with consumers. But it’s one thing to recognize the reality of customer-first frameworks and another to implement them at scale. Here, fintech firms are best-served with workflow automation tools capable of streamlining key processes — such as loan applications and credit checks — to help reduce the time between customer inquiry and response.

2. Complex Document Functions

With clients and staff now working and interacting remotely, FinTech firms are facing a substantive uptick in the volume and variety of digital documents they receive — and they need to process ASAP. Here, complexity itself doesn’t represent the full spectrum of change, since regulatory and compliance controls are familiar challenges for FinTech companies. Instead, it’s the velocity of complex document processing that can quickly overwhelm even experienced FinTech software as they look to process applications and approvals at speed without sacrificing security or consistency. Comprehensive, industry-compliant document management tools can help FinTech firms bridge the complexity gap.

3. Comprehensive Data Foundations 

Spreadsheets remain essential for traditional firms and FinTech solutions alike. As data volumes grow, organizations face issues related to information-entry errors, version consistency, and data security. To ensure foundational finance data is accurately collected, consistently applied, and always protected, FinTech solutions need to deploy next-generation spreadsheet solutions capable of giving end-users the control and security they need.

Collaborative FinTech Forces

To deliver on client expectations around speed and security, FinTech solutions require SDKs that natively support document collaboration and control without introducing security risks such as unauthorized editing, downloading, or sharing. This means equipping their applications with the operational infrastructure that facilitates everything from editing and commenting to robust redaction, annotation, and file conversion.

FinTech in 2020: The Only Constant Is Change

The global business landscape in 2020 has been anything but predictable. Defined by pandemic pressures and driven by increasingly sophisticated digital initiatives, FinTech companies have managed what seemed impossible only a few years ago. They made a speedy shift to remote work that now delivers rapid customer responses while reducing overall risk.

However, it’s important to note that the market movement isn’t over. As COVID conditions continue to evolve and consumers recognize the value of advanced FinTech solutions, the only constant in FinTech industry this year is change.

Spreadsheets are to finance what cranes are to construction. As a result, financial services organizations including traditional banks, tax companies, insurance agencies, and fintech firms opt for software-driven spreadsheet solutions as standard operating procedures. The problem? Ubiquitous spreadsheet software introduces a host of cybersecurity, compliance, and collaboration challenges, especially as regulatory and operational requirements evolve around the use, storage, and sharing of clients’ financial data.  Enter PrizmDoc Cells for finance. 

Accusoft’s newest addition to the PrizmDoc Suite — PrizmDoc Cells — offers both form(ula) and functional advantages for financial data entry and integrity.

Managing Market Forces

As noted by Forbes, the finance market is changing. Recent survey data found that 69 percent pointed to fintech firms as a “lifeline” during the current crisis. And these shifts are ongoing. Even once pandemic pressures begin to ease, there’s no going back from the speed and convenience offered to users when brick-and-mortar locations were locked down. 

Financial firms across multiple markets that made the move online application processing, claims evaluation, and loan approvals must now support these initiatives at scale — but many are now finding themselves frustrated by the limitations of current spreadsheet solutions.

Addressing Operational Challenges

Familiar spreadsheet software offers straightforward function: Staff can enter relevant data and derive actionable output through formulas. But these tools also pose problems for finance firms, including:

• • Operational errors — As noted by CFO, 88 percent of spreadsheets contain some type of error. These include errors in formulas, human data entry issues that create impossible data ranges, and even hidden fonts that can impact the outcome of calculations. This is no small issue — for one financial firm, a missing negative sign caused a 2.6 billion dollar mistake in reporting net capital losses, forcing the company to cancel year-end dividend distributions.

• • Version consistency — The more people handle and modify a spreadsheet, the harder it is to identify the “right” version. This becomes especially problematic as spreadsheets are saved to desktops or mobile devices, then modified and sent back into corporate email environments.

• • Data security — While email presents a significant spreadsheet security risk, the same is true of any solution — cloud-based, on-premises or a mix of both — that allows users to download, copy, and share spreadsheets. Consider the case of a well-meaning user who downloads a financial spreadsheet from a cloud app and then sends it to his personal email so he can work on them remotely. If this email account is compromised, so too are any supposedly secure spreadsheets, putting financial firms at risk of regulatory compromise.

• • Ongoing Time and effort — From the time needed to track down and verify the most recent and accurate version of key spreadsheets to the effort required if data is entered incorrectly and requires remediation, current software tools often see staff focused on putting out formula and framework fires instead of moving financial firms forward.

Gaining Control with PrizmDoc Cells for Finance

PrizmDoc Cells changes the spreadsheet paradigm by shifting data out of proprietary software and into the application of your choice. As a web-based spreadsheet viewer and editor designed to natively support XLSX files, PrizmDoc Cells provides the ability to securely embed spreadsheet data into any website, intranet, portal or CMS application without compromising security. This makes it possible for independent software vendors (ISVs) and other fintech providers to deliver the best of both worlds: Familiar functions in a user-friendly, online form that’s separated from the critical formulas and proprietary business logic behind-the-scenes.

Key benefits of PrizmDoc Cells for finance include:

• Solve for proprietary dependencies — Excel remains the de facto spreadsheet standard for many organizations but also locks financial firms into a cycle of software dependency — and if legacy applications or in-house tools don’t work well with Excel, firms face extra operational steps to ensure reliable data access. PrizmDoc Cells solves this proprietary problem by allowing any application to import, edit, and export XLSX files without Excel dependencies.

• Safeguard source data — In many cases, end-users need to view spreadsheets and make minor edits but can’t be granted access to original files. With PrizmDoc Cells, fintech providers can secure intellectual property by removing end-user access to proprietary source files, encrypting the data, and hosting it securely in their own environments.

• Separate underlying logic and UI — While proprietary business logic, formulas, and calculations form the basis of spreadsheet value and actionable insight, users don’t need the ability to see — or modify — these functions. PrizmDoc Cells lets administrators control what’s visible, what’s accessible, and what’s changeable to ensure spreadsheet consistency.

• Streamline version control — By removing the need for client-side software installs and downloads, PrizmDoc Cells sets the stage for enhanced version control. While users can view and edit spreadsheets with the right permissions, these spreadsheets are continually updated with the most recent changes to ensure version consistency. 

• Start ASAP — PrizmDoc Cells makes it easy for companies to get started and get building their best-fit spreadsheet solution by using the simplicity and speed of Docker containers. Instead of worrying about potential conflicts with other software or issues with specific operating system requirements, companies can start up a PrizmDoc Cells container in a matter of seconds.

Securely Embed Your Data Now

Even as the value proposition evolves, the volume of spreadsheets processed by financial firms continues to grow. For industry operators, this presents a challenge: How do they align evolving client expectations with current spreadsheet limitations? 

For ISVs, this offers an opportunity. Empowered by PrizmDoc Cells, vendors can offer a new take on spreadsheet form and function that delivers ease of integration and on-demand customization without breaking the bank — or increasing regulatory risk.

Unlock the PrizmDoc Cells potential — try the online demo today and experience the future of formula and function.

TAMPA, Fla. –  Accusoft is proud to announce its new VP of Sales, Greg Barker. This leadership shift in the sales team will empower Accusoft to focus on new growth strategies. 

As Vice President of Sales, Greg will lead Accusoft’s sales, support, and customer success teams, while driving strong top and bottom line impacts across the organization. 

“As a growing company in Tampa Bay, we need a sales leader that can set a growth strategy to propel us forward,” says Jack Berlin, CEO of Accusoft. “We are excited to announce that Greg Barker will now be leading the sales team with a new forward-thinking strategy that strengthens our approach and empowers our sales professionals to excel.”

Greg Barker has held executive roles at Greenway Health, Kelly Services, and most notably, Oracle. As Vice President of Oracle’s Industry Business Unit, Greg was responsible for Oracle’s go-to-market strategy and mergers-and-acquisitions across their entire product portfolio. Prior to joining Oracle, Greg served in the United States Air Force for 10 years, where he ended his military career working in the intelligence community at the Pentagon. Greg holds a BS in Computer and Information Sciences from the University of Maryland.

To learn more about Accusoft’s management team, please visit our website at accusoft.com/management-team.

About Accusoft: 

Founded in 1991, Accusoft is a software development company specializing in content processing, conversion, and automation solutions. From out-of-the-box and configurable applications to APIs built for developers, Accusoft software enables users to solve their most complex workflow challenges and gain insights from content in any format, on any device. Backed by 40 patents, the company’s flagship products, including OnTask, PrizmDoc™ Viewer, and ImageGear, are designed to improve productivity, provide actionable data, and deliver results that matter. The Accusoft team is dedicated to continuous innovation through customer-centric product development, new version release, and a passion for understanding industry trends that drive consumer demand. Visit us at www.accusoft.com.

Despite the explosive growth of big data and sophisticated analytics platforms, a 2019 study by Deloitte found that 67 percent of business leaders are not quite comfortable using them to inform decision making. For many organizations, spreadsheets remain the preferred tool for managing data and evaluating trends. Developers looking to build the next generation of business applications can accommodate those tendencies by integrating native spreadsheet support for Microsoft Excel workbooks.

Excel Worksheets vs Excel Workbooks

Although sometimes referred to interchangeably or described broadly as spreadsheets, there is a key distinction between an Excel worksheet and an Excel workbook. A worksheet consists of only one spreadsheet while a workbook contains multiple different spreadsheets separated by tabs.

The difference may not be very important when viewing or sharing XLSX files natively in Microsoft Excel, but it can create serious challenges when rendering those files in another application. Without some way of accurately rendering dynamic spreadsheet data, viewers are often forced to resort to a static print preview image. This process makes the file viewable, but also leaves it “flattened” because all interactive elements are removed from the spreadsheet cells.

If the workbook contains worksheets with linked data (that is, cell data from one sheet is affected by cell data from another sheet), it’s critical that a viewing solution preserves the dynamic aspects of the file. The advantage of a spreadsheet is that it can serve as a working document. Without the ability to interact with it, users might as well simply copy and paste the data into a text document.

Managing Excel Workbooks with PrizmDoc Cells

PrizmDoc Cells provides several options for managing Excel workbooks, making it easy to transition back and forth between XLSX format and web browser viewing. Once a proxy route is set up within the application to send API calls to the PrizmDoc Cells server, three different commands can be used to manage Excel workbooks.

Upload Workbook

This API call adds a new XLSX file for viewing and editing. When a document is uploaded to the system, the server assigns a unique workbook ID to it so it can be found and rendered in the application’s viewer in the future. After uploading a workbook, a new session can be created using the workbook ID for viewing and editing purposes. 

Download Workbook

When PrizmDoc Cells displays a spreadsheet, it renders the XLSX file itself, but it doesn’t make any alterations to that file. As each session makes edits to the workbook, those changes are associated with the document ID rather than the original XLSX file, which preserves the integrity of the original spreadsheet. At some point, however, those edits may need to be saved into a new Excel workbook. 

The download API call converts the current session document so it can be downloaded as an XLSX file. File availability can be set during the download process to control who will have access to the new workbook.

Delete Workbook

Old versions of workbooks often need to be deleted for security reasons, usually because they contain confidential data. Since the original XLSX file remains safely within application storage, there often isn’t much sense in retaining workbooks IDs that aren’t being used. The delete API call removes a workbook ID from the server. Once removed in this way, the workbook cannot be viewed, edited, or downloaded by PrizmDoc Cells.

Preserving Workbook Functionality

Since PrizmDoc Cells natively renders information contained in an XLSX file, it retains the dynamic elements that make spreadsheet workbooks so useful to organizations. Not only does it preserve proprietary business logic and formulas, but it also maintains the integrity of this information across multiple worksheets. Cell content can still be searched to quickly locate important text or data throughout the workbook.

For situations where proprietary formulas need to be protected, PrizmDoc Cells allows users to upload XLSX workbooks as values-only files, with all spreadsheet formulas removed. Also, any cells locked in an uploaded XLSX file will remain locked in PrizmDoc Cells to preserve workbook security.

True Spreadsheet Workbook Support for Your Applications

Many organizations continue to depend upon spreadsheet workbooks to manage their business. By providing feature-rich workbook support within their applications, developers can help them retain control over their proprietary spreadsheet formulas without sacrificing the functionality they expect from Excel. 

PrizmDoc Cells makes it easier than ever to share spreadsheet workbooks without having to rely upon Microsoft Excel dependencies. Shared XLSX files can remain safely within a secure application environment to prevent unauthorized downloads or troublesome version confusion. Get a first-hand look at how PrizmDoc Cells can enhance your application in our extensive online demo.

Security is everything for organizations when it comes to their sensitive data assets. Whether it’s vital documents, account passwords, or proprietary financial formulas, essential business information needs to be well-protected as companies continue to incorporate digital platforms into their operations. Developers can support this critical goal by providing secure digital vault applications that allow their customers to manage and use information assets without exposing them to unnecessary risks.

The heightened emphasis on security has made digital vault services quite popular in recent years. In order to maximize the potential of these security platforms, however, developers must integrate the right tools for managing multiple file types ranging from standard documents to complex financial spreadsheets.

What is a Digital Vault?

Much like its physical counterpart, a digital vault is a secure repository for storing vital assets in one easy-to-manage and fully-encrypted location. In some respects, these platforms are similar to information management services or cloud-based storage, but they set themselves apart by emphasizing security and access control. Digital vaults are frequently used for estate planning thanks to their ability to securely store account log-in information and vital documents, but they’re also popular with high-net worth individuals and organizations that need a safe place for sensitive financial data.

The core feature of a digital vault is its ability to prevent unauthorized access to materials stored inside them. They do this by strictly monitoring access rights at multiple levels. Just because someone has access to the vault itself, for instance, doesn’t mean they have access to everything it contains. The files and documents stored within the digital vault can all be set with their own access permissions. These controls mirror those used in a physical bank vault, such as:

• Requiring manual authorization from an administrator to access data.
• Implementing dual key control mechanisms.
• Limiting access to certain times of day.
• Segmenting access to relevant assets only.

Managing Digital Vault Information

Digital vaults also make the process of managing data much more secure. Since all of the assets stored within the vault are protected by encryption, they can be shared through a portal rather than downloaded, copied, or transmitted over poorly secured channels like email. The data itself never leaves the protective confines of the vault, and the security controls track who has been granted access when files are shared. This makes it easy to monitor activity and ensure that confidential files are not broadly distributed.

In order to facilitate this access, however, digital vault developers need to build viewing and editing tools into their applications. Without the ability to open and view a document within the web-based portal, for instance, users will be forced to rely on external software. This defeats the whole purpose of a digital vault, as it exposes the file to whatever security vulnerabilities that application might possess.

Integrating HTML5 viewing capabilities into their vault’s web portal allows developers to let their customers review documents and even make annotation markups without having to remove the file from a secure, encrypted environment. For most documents and images, this is a relatively straightforward process using a series of API calls to render the file within the browser.

The Challenge of Excel Spreadsheets

Microsoft Excel spreadsheets, however, frequently pose a major challenge to digital vault platforms. Unlike documents, spreadsheets are often designed to be interactive and can contain sensitive financial calculations within cell fields. Simply sharing a static, print preview image of a spreadsheet might be helpful for reviewing financial records, but it’s not very useful to someone who needs to enter fresh data into the formulas to calculate new results.

While the XLSX file could be made available for download to anyone who is authorized to use it, this defeats the purpose of having it stored in a digital vault. Not only would it be impossible to track the downloaded file, which creates serious data security risks, but allowing multiple copies of the file to proliferate will quickly lead to version confusion.

Enhancing Spreadsheet Functionality with PrizmDoc Cells

Digital vault developers can easily solve their spreadsheet challenges by integrating Accusoft’s PrizmDoc Cells into their application. A completely web-based spreadsheet viewer and editor, PrizmDoc Cells provides native XLSX file support without any external dependencies. The API-based integration allows users to open their existing Excel files to view, edit, and add comments completely within the application’s web portal. PrizmDoc Cells provides a familiar interface that developers can customize to meet the specific needs of their customers.

That same customization extends to the spreadsheet elements themselves. A digital vault provider may not want to allow users to have full access to every element of an Excel file. For instance, an organization may be fine with allowing someone to enter new data and calculate results in the spreadsheet, but not want anyone to be able to view the proprietary formulas buried within the cell fields. When integrating PrizmDoc Cells, developers can control what aspects of the XLSX file are actually shared. This makes it easy to keep formulas and other data locked in place within the spreadsheet and secure from unauthorized viewing.

Unlock Your Digital Vault’s Potential with PrizmDoc Cells

Accusoft’s PrizmDoc Cells gives digital vault developers the ability to control how spreadsheet files are shared and managed within their secure application environment. By integrating native Excel support, they can sever their dependency on Microsoft Office and other potentially insecure software platforms and enhance the value of their digital vault services. With PrizmDoc Cells, their customers can easily access, review, and edit their spreadsheets without exposing them to additional security risks or version confusion.

To learn more about the versatile functionality of PrizmDoc Cells, check out our detailed fact sheet for an overview of critical features and use cases. If you’re ready to test the integration in your application environment, download a free trial today in an easy-to-deploy Docker file.

Despite its reputation for being slow to adapt and held back by outdated, legacy technology, the insurance industry is undergoing a tremendous period of digital transformation. A new generation of InsurTech applications are helping insurers respond more quickly to a dynamic market and empowering customers to become more engaged with their policies. InsurTech digital collaboration is a key industry trend.

Digital collaboration tools are critical to this dramatic shift, which has created a unique opportunity for InsurTech developers. By deploying features that allow insurers to streamline workflows and improve communication both with internal stakeholders and customers, developers can capitalize on an emerging need and establish their applications as the “new standard” for digital collaboration in the insurance industry.

Creating Better Digital Collaboration Tools for InsurTech Software

Accessible Viewing

The ability to easily access and view insurance documents is increasingly important to insurance agents and customers alike. When assembling a policy bundle, insurance agents must reference multiple pieces of information about customers as well as detailed actuarial data from a variety of sources. By building HTML5 viewing capabilities into InsurTech applications, developers can help underwriters reference all relevant information within their existing workflow. Rather than ponderously requesting documents from other departments and receiving them via email, and opening them with an external program, they can simply request, search for, receive, or view files without ever exiting their secure application.  

Customers, meanwhile, expect to be able to access their insurance records quickly and easily. Whether it’s a detailed description of their policy or a copy of their proof of insurance, they want the ability to log into a web-based application that allows them to locate and view records related to their account. This can greatly improve communication with their insurer since they’re able to quickly reference different aspects of their policy and identify their needs more clearly. Developers can build viewing features into an InsurTech application so customers can access their essential documents without having to download anything or take any additional steps. Insurers can also use the same features to easily provide updates about policies or rates. 

Annotations

Building an insurance policy or evaluating claims can be a lengthy and confusing process without the right digital collaboration tools in place. Documents often need to be reviewed by people in different departments before bundled services and rates can be finalized. If an InsurTech application lacks collaboration features, insurers may need to resort to emailing documents back and forth along with their comments. There is ample space for miscommunication in this scenario, with vital comments potentially going unnoticed or the wrong document being sent as an attachment.

Built-in annotation tools allow insurers to leave comments, highlight areas of concern, and provide helpful notes directly on the files themselves. Developers can also make it possible to share and view those documents entirely within the application environment, which reduces the risk that someone will overlook important comments or compromise privacy by opening a file with poorly secured software. Annotation markups are stored separately from the original file until they need to be burned into a new copy. This protects the integrity of the source document throughout the collaboration process.

Version Control

One of the biggest challenges with digital collaboration is maintaining version control over documents. When multiple people are working on a file, it’s important to make sure that everyone is using the most up-to-date version of it. This is especially true of insurance documents because rates and risk adjustments can sometimes change quite rapidly. The last thing an organization (or their customers) want is to have inconsistencies spread across several documents due to poor version control.

Developers can combat version confusion by keeping every stage of document workflows within their InsurTech applications. Version problems are usually caused by people downloading documents, working on them in isolation with a separate program, and then uploading their changed versions back into the application. By making it possible to view and annotate content within the application, developers can help ensure that everyone is working from the most up-to-date version of every file. 

Conversion

InsurTech applications must be able to handle a wide range of file types if they’re going to effectively facilitate digital collaboration. Customers often need to upload images as part of their insurance claims and will often provide documents as scanned images that can’t be searched for key text. Without the ability to convert files into more manageable formats, collaboration can quickly become an exercise in frustration and confusion.

Conversion tools not only make files more accessible, but also make it easier to manage content. Several small documents, for instance, could be combined into a single file for faster access, review, and markup. Developers can also incorporate Optical Character Recognition (OCR) into their InsurTech application to extract the text from a document image and use it to create a searchable PDF for more convenient reference. These conversion tools provide a great deal of workflow customization that allows their customers to set up efficient processes that help them deliver better services.

Boost InsurTech Digital Collaboration with PrizmDoc Viewer

Accusoft’s PrizmDoc Viewer is an HTML5 that integrates smoothly into your InsurTech application to deliver a powerful array of digital collaboration tools. Using a sophisticated collection of REST APIs, PrizmDoc Viewer provides support for multiple file types and can easily convert between formats to simplify insurance workflows. It also features a full range of annotation and redaction tools as well as OCR text extraction and electronic signature features.

With three decades of experience developing imaging and document management technology, Accusoft offers a variety of software integrations that can support digital collaboration efforts. From document assembly to secure spreadsheet support, our collection of SDKs and APIs can provide the features your InsurTech application needs to meet the evolving demands of the insurance industry. Check out our InsurTech fact sheet to learn how you can turn our capabilities into your capabilities.

Managing and viewing documents is critical to providing a quality user experience in today’s applications. Without some way of controlling the presentation of digital files like PDFs, organizations put themselves in a situation where they must rely on external solutions that may not be responsive to their needs. PDF integration into their applications helps developers to maintain control over their documents while providing a more consistent viewing experience for users.

What Are Your PDF Reader Options?

Sharing and viewing PDFs online has become much easier with the development of HTML5 viewing technology and PDF.js-based software. For many years, the only way to view a PDF was to download a file and open it using a dedicated PDF reader application. Although many of these readers could be added to a web browser using a plug-in, this wasn’t always a reliable solution and inconsistent support for these extensions often created security risks.

After Mozilla introduced the PDF.js open-source library in 2011, integrated PDF viewing quickly became an essential feature for web browsers. Most users now simply take PDF viewing for granted, trusting that their browser will be able to open and read any file. For some organizations, relying on a browser PDF reader is a perfectly reasonable solution, especially if they don’t have any concerns over controlling the document viewing experience.

But for many developers building web applications, these browsers and external PDF readers put them at the mercy of third-party providers. Changes or security problems with these solutions can leave development teams scrambling to implement workarounds that could have been avoided if they had their own dedicated viewing solution. That’s why applications increasingly feature a built-in PDF reader that allows them to better manage and present important digital documents.

Why Your Application Needs a Built-in PDF Reader

The core problem with relying on an external viewing solution comes down to control. In order to view a PDF in a dedicated reader, the file needs to be downloaded. Once that document is removed from a secure application, it could easily be distributed or altered without any authorization or oversight. This often results in serious version confusion that leaves everyone wondering which version of a PDF is the most up-to-date. By keeping documents within a controlled application, developers can ensure that the files viewed there are current.

Relying on external PDF viewers can also create an inconsistent user experience. Since not all viewers render documents, in the same way, it’s impossible to control what someone will see when they open a given PDF. In some cases, that could result in wrong fonts being displayed or some image layers failing to render properly. But it may also prevent someone from even viewing a file at all. For example, browser-based viewers that use the base PDF.js library without making any improvements to it often struggle to render lengthy or complex files. 

When applications incorporate a built-in PDF reader, developers can ensure that every document viewed within that solution will look the same on every device (and that it will open in the first place!). This level of control is incredibly important for organizations looking to build a frictionless and compelling user experience.

Integrating a PDF Reader

By incorporating a PDF reader into their web-based applications, developers are able to both retain full control over the viewing experience and keep files within a protected environment. When users are interacting with the application, all PDF viewing can be handled by the built-in viewer rather than handed off to external software. This makes it easier to manage access effectively and limits the number of downloads. 

Since every user will be viewing documents through the same built-in PDF reader, developers can also craft a consistent experience across multiple platforms. With more and more people accessing their applications with mobile devices, it’s important for development teams to offer responsive viewing solutions that can accommodate various screen sizes and interfaces.

In order to maintain complete control over files and deliver better performance, a built-in PDF reader should be able to operate as an entirely client-side solution. Whether it’s running within an on-premises technology stack or as part of an application’s cloud deployment, a PDF viewer without any complicated dependencies never has to worry about connecting to a third-party service to facilitate viewing. 

But why stop at PDF viewing?

PDF Editing

Often users need the ability to view as well as collaborate on their PDF documents, and providing the ability to edit those documents presents a challenge for developers. In a recent survey conducted amongst developers, there appears to be a disconnect between the PDF editing features that are available in most applications, to what developers actually need to fulfill and enhance their applications. So what’s the solution? 

Third-party Integrated PDF Viewing and Editing

A PDF solution provider has already worked out the challenges associated with viewing and editing PDF documents within an application. They’ve also devoted their resources to improving their document capabilities and expanding features to offer greater flexibility.

A good third-party provider also offers extensive support during and after the implementation process. If the developer needs to add a new PDF-related capability to their application or if they encounter a problem, they can quickly resolve the issue by working with their provider rather than wasting valuable resources trying to identify and fix the problem themselves. That combination of expertise and service means that developers can spend more time focusing on their application’s unique features rather than continuously wrestling with PDF-related challenges.

Enhance Your Application with PDF Integrations from Accusoft

With more than three decades of experience managing documents and images, Accusoft has been building innovative PDF solutions since the format was first introduced. Whether you need to add flexible front-end viewing and editing features to your application or are looking to add powerful programmatic PDF capabilities into the back end of your software, we provide a wide range of PDF solutions that address multiple development needs.

To learn more about how Accusoft can solve your PDF document management challenges, talk to one of our PDF specialists today and find the integration that works best for your software project.